Atria Wealth Solutions’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,140
| Closed | -$298K | – | 1854 |
|
|
2024
Q4 | $298K | Buy |
+2,140
| New | +$298K | ﹤0.01% | 1526 |
|
|
2023
Q2 | – | Sell |
-2,077
| Closed | -$233K | – | 1862 |
|
|
2023
Q1 | $233K | Buy |
2,077
+6
| +0.3% | +$674 | ﹤0.01% | 1569 |
|
|
2022
Q4 | $232K | Sell |
2,071
-293
| -12% | -$32.8K | ﹤0.01% | 1511 |
|
|
2022
Q3 | $241K | Buy |
2,364
+106
| +5% | +$10.8K | ﹤0.01% | 1437 |
|
|
2022
Q2 | $253K | Buy |
2,258
+325
| +17% | +$36.4K | ﹤0.01% | 1280 |
|
|
2022
Q1 | $231K | Buy |
+1,933
| New | +$231K | ﹤0.01% | 1480 |
|